JTWM
SCHW

Jackson Thornton Wealth Management’s Charles Schwab SCHW Stock Holding History

Jackson Thornton Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,258
Closed -$234K – 336
2025
Q4 		$234K Sell
2,258
-1,611
-42% -$153K 0.02% 268
2025
Q3 		$363K Buy
+3,869
New +$367K 0.04% 146

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Jackson Thornton Wealth Management's SCHW Position: Q1 2026 in Review

Jackson Thornton Wealth Management sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 2,258 shares — an estimated $234K sold.

Jackson Thornton Wealth Management first reported a position in SCHW in Q3 2025 and held it in 2 quarters. The position peaked at $363K in Q3 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Jackson Thornton Wealth Management reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 2,258 Charles Schwab shares in Q1 2026, an estimated $234K.
  • Jackson Thornton Wealth Management first reported a position in Charles Schwab in Q3 2025 and held it in 2 quarters.
  • Jackson Thornton Wealth Management's Charles Schwab position peaked at $363K in Q3 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.